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How To Transfer A Share

Learn how to transfer a share from one holder to another.

Prior to getting started, you will need the following:

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar, then click the “Cap Table” button in the drop-down menu
  • Click the three horizontal dots menu, then click the "Transfer" button

Step 2: Transferring The Shares

  • Fill in the required fields starting with the Recipient (Transfer To), Transaction Value (Issue Date), and the Contributing Team Member (Transfer From Member, Transfer From Certificate, and Number of Shares)
    • Note: You can do a full transfer or a partial transfer of shares
  • You can enter as many details as you’d like by completing the entire form including attaching documents and notes
  • Click the “Transfer” button
This completes the process of transferring a share
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